Creative Planning
VIDE

Creative Planning’s VIDEO DISPLAY CORP VIDE Stock Holding History

Creative Planning’s Portfolio VIDE Stock Details VIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-351,685
Closed -$1.24M – 3621
2013
Q3 		$1.24M Hold
351,685
– – 0.02% 230
2013
Q2 		$1.42M Buy
+351,685
New +$1.37M 0.03% 182

Other funds holding VIDE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning's VIDE Position: Q4 2013 in Review

Creative Planning sold out of VIDEO DISPLAY CORP (VIDE) in Q4 2013, closing a stake of 351,685 shares — an estimated $1.24M sold.

Creative Planning first reported a position in VIDE in Q2 2013 and held it in 2 quarters. The position peaked at $1.42M in Q2 2013. 15 funds tracked by Wall St. Rank hold VIDE as of Q4 2013.

  • Creative Planning reported no remaining VIDEO DISPLAY CORP position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 351,685 VIDEO DISPLAY CORP shares in Q4 2013, an estimated $1.24M.
  • Creative Planning first reported a position in VIDEO DISPLAY CORP in Q2 2013 and held it in 2 quarters.
  • Creative Planning's VIDEO DISPLAY CORP position peaked at $1.42M in Q2 2013.
  • 15 funds tracked by Wall St. Rank held VIDEO DISPLAY CORP as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.